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Geneos Wealth Management’s Protagonist Therapeutics PTGX Stock Holding History

Geneos Wealth Management’s Portfolio PTGX Stock Details PTGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-47
Closed -$2.6K – 3015
2025
Q2 		$2.6K Buy
47
+11
+31% +$528 ﹤0.01% 2756
2025
Q1 		$1.74K Buy
+36
New +$1.51K ﹤0.01% 2991

Other funds holding PTGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Geneos Wealth Management's PTGX Position: Q3 2025 in Review

Geneos Wealth Management sold out of Protagonist Therapeutics (PTGX) in Q3 2025, closing a stake of 47 shares — an estimated $2.6K sold.

Geneos Wealth Management first reported a position in PTGX in Q1 2025 and held it in 2 quarters. The position peaked at $2.6K in Q2 2025. 274 funds tracked by Wall St. Rank hold PTGX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Protagonist Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 47 Protagonist Therapeutics shares in Q3 2025, an estimated $2.6K.
  • Geneos Wealth Management first reported a position in Protagonist Therapeutics in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Protagonist Therapeutics position peaked at $2.6K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.